Setup

Edit staff members

Before you start

  • Make sure you're assigned to a permission group that has
    Staff
    ,
    Permission Groups,
    Onvio Access
    , and
    View/Edit Time & Expenses for Other Staff
     enabled.
  • Staff can change the email address they use to log in to Onvio Centre or update their name that appears in the Account tab of the Profile panel.

Edit staff information

You can update a single staff member's, general information, access to Onvio, billing rates, and relationships.
  1. In Onvio Centre, choose Setup, then Staff.
  2. Select the staff member, then select Edit .
Editing multiple staff
You can change general information (such as staff level or office) and enable/disable Onvio access for multiple staff at once.
  1. In Onvio Centre, choose Setup, then Staff.
  2. Select multiple staff names, then select Edit.
  3. Choose
    Change Staff General Information
     or
    Onvio Access
     and select Next.
  4. Make changes and select Next to review them.
  5. Review your changes, then select Done.
General
In the General tab you can change the following information for a staff member.
  • ID
  • Name
  • Address
  • Phone number
  • Email Address
    note
    Staff members can change the email address they use to sign in to Onvio.
  • Online Presence (Facebook, LinkedIn, or Twitter)
  • Office
    • Add an office
  • Departments
    • Set up staff departments
  • Supervisor
  • Staff Level
  • Status (Active / Inactive)
    note
    Changing a staff member to Inactive disables all Onvio access for that staff member. If you are reactivating a staff member, you must re-enable Onvio access manually.
  • Hired / Left dates
Onvio Access
In the Onvio Access tab you can edit a staff member's access to Onvio. From this tab you can change the permission groups assigned to the account.
Rates
In the Rates tab you can set up staff rates. Staff rates are required to enter time and expenses for the staff member.
To change an existing rate select the rate, then select Edit .
Relationships
In the Relationships tab you can set up relationships to the staff member.
To update an existing relationship select the contact, then select Edit.

This article applies to:

  • Product: Onvio
  • Audiences: Staff